AG
ASPN icon

Advisor Group’s Aspen Aerogels ASPN Stock Holding History

Advisor Group’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-500
Closed -$2K – 4677
2016
Q4 		$2K Hold
500
– – ﹤0.01% 4194
2016
Q3 		$3K Hold
500
– – ﹤0.01% 4047
2016
Q2 		$2K Buy
+500
New +$2.19K ﹤0.01% 4062

Other funds holding ASPN

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
RO
Reservoir Operations New York $13.2M AUM 10.2% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Advisor Group's ASPN Position: Q1 2017 in Review

Advisor Group sold out of Aspen Aerogels (ASPN) in Q1 2017, closing a stake of 500 shares — an estimated $2K sold.

Advisor Group first reported a position in ASPN in Q2 2016 and held it in 3 quarters. The position peaked at $3K in Q3 2016. 44 funds tracked by Wall St. Rank hold ASPN as of Q1 2017.

  • Advisor Group reported no remaining Aspen Aerogels position as of Q1 2017 after selling out during the quarter.
  • Advisor Group sold 500 Aspen Aerogels shares in Q1 2017, an estimated $2K.
  • Advisor Group first reported a position in Aspen Aerogels in Q2 2016 and held it in 3 quarters.
  • Advisor Group's Aspen Aerogels position peaked at $3K in Q3 2016.
  • 44 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2017.

Based on Advisor Group's 13F filing for Q1 2017, filed 15 May 2017.